As a Meridian Investment Advisor Associate, I work closely with Jason Fear, Investment Advisor at our Kincardine and Port Elgin branches. Together, we deliver exceptional investment solutions and comprehensive financial planning, helping you navigate life stages and reach your financial goals.
With over five years in the financial industry, I have a passion for helping our Members work towards their long-term goals. I am a Business program graduate, dedicated to understanding your unique financial circumstances and personal objectives.
Outside of the office, I enjoy fishing, staying active, and spending time with family. I grew up in the Niagara region, but love visiting family in Muskoka and the Sudbury area. I look forward to working with you, at either our Kincardine or Port Elgin branch, and becoming your go-to resource as we build a financial plan together.
Your Meridian Private Wealth Team
At Meridian, your financial well-being is supported by a dedicated team. In addition to your trusted advisor, Jacob and Jason, who work closely together as your Private Wealth advisory team, you also have access to our Private Wealth Support team.
Whether you have questions about your account, need to book an appointment, or require a statement or tax slip, you can reach out to either Jacob or Jason — they collaborate to ensure you receive seamless, personalized service.
Contact us
- Monday to Friday, 8:30 a.m. to 5:00 p.m.
- (905) 988-4055
- Toll-Free: 1 (833) 701-0707
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Languages spoken
English